Giles Capital

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[Giles Capital @GilesCapital]

Giles Capital Weekly - Week 22
https://t.co/Yeexn1FvlK

Great write-ups & articles from:
@AlphaSeeker84
@WealthyReadings
@schwarcapital
@Gracemzshao
@konichivalue
@asiatechreview
@ResearRagnarok
@robert_baiguan
@Delta9Echo
@theintlinvestor
@qualityequities
@Quality_stocksA
+more!

[Giles Capital @GilesCapital]

Giles Capital Weekly - Week 21
https://t.co/DWw9KIaKVs

Great write-ups & articles from:
@oguzerkan
@TPC608839840907
@Valuedontlie
@komodo_capital
@cdnvaluestocks
@WolfOfOakville
@Quality_stocksA
@memyselfandi006
@qualityequities
@Delta9Echo
@John_Hempton
@Gracemzshao
+more!

[Giles Capital @GilesCapital]

Giles Capital Weekly - Week 20
https://t.co/c82lfHaoI1

Great write-ups & articles from:
@AltayCapital
@maiuspartners
@AlphaSeeker84
@rebound_capital
@waterboystocks
@WolfOfOakville
@Delta9Echo
@theintlinvestor
@asiatechreview
@konichivalue
@manuinvests
@Gracemzshao
+more!

[Giles Capital @GilesCapital]

Giles Capital Weekly - Week 19
https://t.co/1UxP1e4vsp

Great write-ups & articles from:
@stonkmetal
@niubi
@LionheartInves1
@anhhoang3985
@capexandchill
@thegresearch
@Invesquotes
@HatedMoats
@CundillCapital
@konichivalue
@Gracemzshao
@duckpond_vr
@Floebertus
@AlphaSeeker84

[Giles Capital @GilesCapital]

Giles Capital Weekly - Week 17
https://t.co/dbMLbZ9Huk

Great write-ups & articles from:
@AltayCapital
@konichivalue
@oguzerkan
@AlphaSeeker84
@k_ristovski
@EquityBrian
@WolfOfOakville
@finphysnerd
@asiatechreview
@dirtcheapstocks
@Delta9Echo
@Gracemzshao
@John_Hempton
+more

[Giles Capital @GilesCapital]

Giles Capital Weekly - Week 15
https://t.co/TGq29EyxB6

Great write-ups & articles from:
@cdnvaluestocks
@HatedMoats
@WealthyReadings
@CapFermat
@theintlinvestor
@qualityequities
@TPC608839840907
@CundillCapital
@oguzerkan
@TacticzH
@konichivalue
+more!

[Giles Capital @GilesCapital]

Giles Capital Weekly - Week 14
https://t.co/ZqWh5FDf7m

Great write-ups & articles from:
@AlmostMongolian
@LouisStav21
@investwithwes1
@0xMaxFrancoeur
@qualityequities
@HiddenGemsInves
@EarningsB4Hugs
@TMoodyInvest
@Invesquotes
@thegresearch
@P14Capital
@capytalmgmt
+more!

[Giles Capital @GilesCapital]

Giles Capital Weekly - Week 13
https://t.co/fuwRr0iMWK

Great write-ups & articles from:
@mr_deepvalue
@waterboystocks
@Valuedontlie
@TacticzH
@WealthyReadings
@DRGInvests
@Floebertus
@thegresearch
@Quality_stocksA
@k_ristovski
@kevg1412
@FredaDuan
+more!

[Giles Capital @GilesCapital]

Giles Capital Weekly - Week 12
https://t.co/5JWU9c39JS

Great write-ups & articles from:
@HatedMoats
@WealthyReadings
@TacticzH
@komodo_capital
@TMoodyInvest
@WolfOfOakville
@RebelHQ
@Delta9Echo
@mr_deepvalue
@CompoundingUp
@Quality_stocksA
@SebKrog
@Gracemzshao
+more!

[Giles Capital @GilesCapital]

Giles Capital Weekly - Week 11
https://t.co/wOehuHxP96

Great write-ups & articles from:
@HatedMoats
@waterboystocks
@finphysnerd
@dede_eyesan
@TMoodyInvest
@vitaliyk
@Govro12
+more!

[Giles Capital @GilesCapital]

Giles Capital Weekly - Week 10
https://t.co/CH8KOqpazy

Great write-ups & articles from:
@mr_deepvalue
@duckpond_vr
@Delta9Echo
@Invesquotes
@P14Capital
@memyselfandi006
@sixsigmaCaptal
@Quality_stocksA
@kevg1412
@WealthyReadings
@Gracemzshao
@asiatechreview
@CapitalVoss
+more!

[Giles Capital @GilesCapital]

Giles Capital Weekly - Week 9
https://t.co/gyts1mTUw6

Great write-ups/articles from:
@Invesquotes
@stwboerse
@WealthyReadings
@CundillCapital
@Jam_invest
@mr_deepvalue
@waterboystocks
@TMoodyInvest
@memyselfandi006
@philoinvestor
@Stock_Opine
@KylerJohnson411
@rex_woodbury
more!

[Giles Capital @GilesCapital]

Giles Capital Weekly - Week 8
https://t.co/nNUaiVl15w

Great write-ups & articles from:
@IggyOnInvesting
@Valuedontlie
@stonkmetal
@vitaliyk
@FTAlphaville
@Quality_stocksA
@mr_deepvalue
@mavix_leon
@SebKrog
+more!

[Giles Capital @GilesCapital]

Giles Capital Weekly - Week 6
https://t.co/PhUnPlvRpA

Great write-ups & articles from:
@Delta9Echo
@Invesquotes
@WolfOfOakville
@Gracemzshao
@mr_deepvalue
@SFarringtonBKC
@Valuedontlie
@310Value
@AmsterdamStocks
@dyer440
@MoS_Investing
@HugoNavarroPer2
@marsmagazine
+more!

[Giles Capital @GilesCapital]

Giles Capital Weekly - Week 4
https://t.co/YwIiMzLXU2

Great write-ups and articles from:
@oguzerkan
@kejca
@HatedMoats
@askjussi
@mr_deepvalue
@dirtcheapstocks
@WealthyReadings
@SaeschInv
@310Value
@Kreuzmann13
@kevg1412
@Delta9Echo
@DeepValueStonks
+more!

[Giles Capital @GilesCapital]

As Buffett says: far better to buy a wonderful company at a fair price than a fair company at a wonderful price. Both are wonderful. For my money, TOI still has the edge. 12/12

My original article in 2021: https://t.co/DlefURHSEe

[Giles Capital @GilesCapital]

Yes, another thread on Constellation Software. Bear with me. 4 years ago I wrote comparing $CSU and its European spinoff $TOI. I wanted to revisit it and see what I got right, wrong, and which looks better today. 1/12

[Giles Capital @GilesCapital]

The verdict has not changed. $TOI still looks more attractive for the same reasons as 2021. Faster growing, better insider alignment, stable leadership, and significant hidden value. 11/12